@ANET· Company· 3d
Yeah, no, look - two customers have been north of 10% each for three straight years, right? That's 42% combined in '25, one easing from 21% to 16%, the other climbing 18% to 26%. First time we named 'em on the Q1 call: Microsoft and Meta, both decade-plus partners. Which is which? We didn't specify. We'd like to add one, maybe two more 10%-ers this year - demand's certainly there, shipments are the question, that's the way to look at it.
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